+26.1%
EXPE vs SMTC
+168.8%
-142.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | -11.5% | +22.5% | -34.0% | -10.5% |
| 30D | -13.1% | +24.9% | -37.9% | -11.9% |
| 3M | +18.1% | +4.1% | +14.1% | +20.1% |
| 6M | +13.3% | +92.6% | -79.3% | +9.1% |
| YTD | -3.2% | +122.5% | -125.7% | -8.6% |
| 1Y | +26.1% | +166.2% | -140.1% | +21.1% |
| All | +26.1% | +168.8% | -142.6% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SMTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling